2027 business packages
Choose a starting point for the support your business needs. Final fees reflect complexity, volume and the services agreed in your engagement.
Talk through your options01 / Monthly foundation
Organized books. Reliable tax filing.
For owners who want a dependable financial foundation.
02 / Monthly guidance
Understand your numbers. Know your next steps.
For owners who want monthly guidance for business decisions.
A different scope
Let’s discuss your needs and whether TaxBooks is the right fit.
2027 starting prices. Existing agreements continue to govern current clients. Business preparation covers the applicable Schedule C or federal entity return within scope. Complete personal returns are separately engaged, with covered business work accounted for in the quote. Additional states, entities and services are quoted separately.
A closer look
Essentials covers monthly bookkeeping and business tax filing. Growth adds a monthly financial review, practical business guidance, written next steps and scoped business tax planning.
| Service | Essentials | Growth |
|---|---|---|
| Starting monthly fee | $700 | $950 |
| Monthly bookkeeping & reconciliations | Included | Included |
| Monthly profit & loss and balance sheet | Included | Included |
| Annual federal business tax preparation, within scope | Included | Included |
| Monthly financial & advisory meeting | Not included | Up to 45 minutes |
| Written priorities & action items | Not included | After each monthly meeting |
| Defined business tax planning | Separate scope | Included within agreed scope |
| Personal tax return | Separate personal service | Separate personal service |
| Personal projections & estimates | Separate personal service | Separate personal service |
To get started: onboarding is typically $500–$1,500, depending on accounting complexity. Historical cleanup is quoted separately.
Defined before work begins: delivery dates, account limits, document cutoffs, software costs, meeting scope and subscription terms.
For business owners
Personal services are generally reserved for TaxBooks business clients and their owners. Preparation, annual planning and ongoing advisory solve different needs.
One annual federal personal return and one standard resident state return. Standalone preparation is priced by complexity; complex returns may cost $1,000 or more.
One projection, one planning meeting and a written action summary. Quarterly updates and ongoing support are outside this engagement.
Quarterly projections, estimated-payment guidance and scheduled planning reviews. Includes one annual federal personal return and one standard resident state return within the agreed scope. Additional complexity is quoted upfront.
Personal advisory covers one individual or jointly filing couple, one primary business and one resident state at the starting price. We confirm complexity, the included return year and twelve-month billing terms before work begins. Additional states and complex work are quoted separately. Planning and advisory are subject to availability and agreement.
Your next chapter starts with confidence
Tell us where you are. We’ll help you see the next step.